Marcus Corp (MCS) director David John Marcus reports gifted Class B holdings
Rhea-AI Filing Summary
Marcus Corp director David John Marcus reported an indirect acquisition via a bona fide gift of derivative securities representing 1,249 shares of Class B Common Stock, convertible into common stock on a 1-for-1 basis at no cost. After this transaction, his spouse holds Class B securities corresponding to 45,134 underlying common shares indirectly. He also reports indirect Class B positions corresponding to 253,650 underlying shares held by specified LLCs and 307,543 underlying shares as trustee of a trust, plus 106,476 shares of common stock held directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,249 shares gifted
Gift
4 txns
Insider
Marcus David John
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock F1, F2, F3 | 1,249 | $0.00 | $0.00 |
| holding | Class B Common Stock F1, F2, F3, F4 | -- | -- | -- |
| holding | Class B Common Stock F1, F2, F3, F5 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 45,134 shares (Indirect, By Spouse);
Class B Common Stock — 253,650 shares (Indirect, By LLCs);
Class B Common Stock — 307,543 shares (Indirect, As trustee);
Common Stock — 106,476 shares (Direct)
Footnotes (5)
- F1. This security is convertible into common stock on a 1-for-1 basis at no cost.
- F2. This security is immediately exercisable.
- F3. No expiration date.
- F4. Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC.
- F5. As trustee of the SMDM 2012 Trust.
Key Figures
Gifted Class B underlying shares: 1,249 shares
Spouse-held Class B underlying: 45,134 shares
LLC-held Class B underlying: 253,650 shares
+2 more
5 metrics
Gifted Class B underlying shares
1,249 shares
Bona fide gift of Class B Common Stock equivalent on 2026-08-07
Spouse-held Class B underlying
45,134 shares
Indirect ownership by spouse following the reported gift
LLC-held Class B underlying
253,650 shares
Indirect ownership via Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC
Trust-held Class B underlying
307,543 shares
Indirect ownership as trustee of the SMDM 2012 Trust
Direct common stock holding
106,476 shares
Common stock held directly by David John Marcus
Key Terms
bona fide gift, Class B Common Stock, indirect ownership, immediately exercisable, +1 more
5 terms
bona fide gift financial
"transaction code G is described as a bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Class B Common Stock financial
"security_title is listed as Class B Common Stock"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
indirect ownership financial
"ownership_type is noted as indirect for several positions"
immediately exercisable financial
"This security is immediately exercisable."
convertible into common stock on a 1-for-1 basis financial
"This security is convertible into common stock on a 1-for-1 basis at no cost."
FAQ
What insider transaction did Marcus Corp (MCS) director David John Marcus report?
David John Marcus reported an indirect acquisition of 1,249 Class B Common Stock equivalent shares via a bona fide gift on 2026-08-07, increasing his spouse-held Class B position to 45,134 underlying common shares.
What are David John Marcus’s indirect Class B holdings in Marcus Corp (MCS)?
Indirectly, he reports Class B positions convertible 1-for-1 into common stock: 45,134 shares via his spouse, 253,650 underlying shares via LLCs, and 307,543 underlying shares as trustee of a trust structure.
Was the Marcus Corp (MCS) insider transaction under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirming a plan (aff_10b5_one is false). The transaction is described as a bona fide gift, not as a trade under a pre-arranged plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
